ERIN Sites signed Pendleton Community Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pendleton Community Bank's EIN is 55-0251555.
Download the official 2024 Form 5500 (PDF) for Pendleton Community Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pendleton Community Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | — | RECORDKEEPER | $33K | — |
| EMPOWER ADVISORY GROUP, LLC | — | — | INVESTMENT MGMT | $141 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCOURSE FINANCIAL GROUP SECURITIE |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement Blend 2035 | Other securities | — | — | $2.3M | 16.3% | |
| T. Rowe Price Retirement Blend 2040 | Other securities | — | — | $2.2M | 15.4% | |
| T. Rowe Price Retirement Blend 2045 | Other securities | — | — | $1.9M | 13.4% | |
| T. Rowe Price Retirement Blend 2050 | Other securities | — | — | $1.3M | 9.1% | |
| T. Rowe Price Retirement Blend 2020 | Other securities | — | — | $1.3M | 9.0% | |
| T. Rowe Price Retirement Blend 2055 | Other securities | — | — | $1.2M | 8.3% | |
| T. Rowe Price Retirement Blend 2030 | Other securities | — | — | $1.1M | 7.4% | |
| T. Rowe Price Retirement Blend 2025 | Other securities | — | — | $944K | 6.6% | |
| MetLife Reliance Trust 25053 Class EQ | Other securities | — | — | $553K | 3.9% | |
| T. Rowe Price Retirement Blend 2060 | Other securities | — | — | $270K | 1.9% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $231K | 1.6% | |
| T. Rowe Price Retirement Blend 2065 | Other securities | — | — | $169K | 1.2% | |
| American Funds American Balanced Fund Class R6 | Mutual Funds | — | — | $142K | 1.0% | |
| JP Morgan Large Cap Growth Fund Class R6 | Other securities | — | — | $128K | 0.9% | |
| Columbia Dividend Income Fund Institutional 3 Class | Other securities | — | — | $96K | 0.7% | |
| PIMCO Funds Income Fund Institutional | Mutual Funds | — | — | $75K | 0.5% | |
| Loomis Sayles Investment Grade Bond Fund Class N | Other securities | — | — | $73K | 0.5% | |
| JP Morgan Mid Cap Growth Fund Class R6 | Other securities | — | — | $56K | 0.4% | |
| T. Rowe Price Retirement Blend 2015 | Other securities | — | — | $52K | 0.4% | |
| Baird Aggregate Bond Fund Institutional | Other securities | — | — | $37K | 0.3% | |
| Columbia Small Cap Value I Institutional 3 Class | Other securities | — | — | $35K | 0.2% | |
| T. Rowe Price Government Money Fund I Class ** 2 Wasatch Core Growth Fund Institutional Class Shares | Other securities | — | — | $24K | 0.2% | |
| T. Rowe Price Integrated Global Equity Fund | Other securities | — | — | $18K | 0.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $11K | <0.1% | |
| PGIM US Real Estate Fund Class R6 | Other securities | — | — | $4K | <0.1% | |
| GREAT GRAY TRUST AM FUNDS 2035 I AMERICAN FUNDS · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRUST AM FUNDS 2055 I AMERICAN FUNDS · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRUST AM FUNDS 2040 I AMERICAN FUNDS · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRUST AM FUNDS 2060 I AMERICAN FUNDS · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRUST AM FUNDS 2020 I AMERICAN FUNDS · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRUST AM FUNDS 2050 I AMERICAN FUNDS · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRUST AM FUNDS 2030 I AMERICAN FUNDS · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRUST AM FUNDS 2015 I AMERICAN FUNDS · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRUST AM FUNDS 2025 I AMERICAN FUNDS · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRUST AM FUNDS 2045 I AMERICAN FUNDS · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| — |
| BROKER/ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS SERVICES, INC. | 55-0578023 | — | CONTRACT ADMIN | $660 | — |
